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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

1,001 hedge funds and large institutions have $21.7B invested in SPDR Portfolio S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 446 increasing their positions, 338 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
13.6%
Holding in Top 10
170
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.68%
% of All Funds
2.31%
New
75
Increased
446
Reduced
338
Closed
64
Calls
$13.1M
Puts
$1.41M
Net Calls
+$11.7M
Net Calls Change
-$4.26M

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$140M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$114M
3
LPL Financial
LPL Financial
California
+$70.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$69.5M
5
DWM
Dynasty Wealth Management
Florida
+$55.3M

Top Sellers

1
AF
Allworth Financial
California
-$203M
2
IAA
Independent Advisor Alliance
North Carolina
-$77.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$57.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$48.5M
5
HI
Horizon Investments
North Carolina
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
476
Invesco
Georgia
$1.57M – – –
FFA
477
Founders Financial Alliance
North Carolina
$1.57M +$79.2K +1,550 +5%
KAS
478
KPP Advisory Services
Kentucky
$1.55M -$852K -16,692 -36%
DI
479
DAGCO Inc
Ohio
$1.54M +$54.3K +1,063 +4%
RCAG
480
Rehmann Capital Advisory Group
Michigan
$1.53M +$97.1K +1,902 +7%
RWMH
481
Riverpoint Wealth Management Holdings
Illinois
$1.52M -$160K -3,141 -10%
NCFG
482
New Century Financial Group
New Jersey
$1.52M -$56.6K -1,109 -4%
Citadel Advisors
483
Citadel Advisors
Florida
$1.52M -$2.07M -40,438 -58%
AF
484
Apollon Financial
South Carolina
$1.5M +$60.9K +1,193 +4%
EFG
485
Elios Financial Group
Ohio
$1.5M -$635K -12,441 -30%
CAMG
486
CWA Asset Management Group
Florida
$1.5M +$1.5M +29,329 New
CPL
487
CAP Partners LLC
Tennessee
$1.49M +$445K +8,718 +43%
P
488
&Partners
Tennessee
$1.48M +$1.23M +24,385 +500%
FT
489
Fiduciary Trust
Massachusetts
$1.47M – – –
WMR
490
Wealth Management Resources
Rhode Island
$1.47M +$1.69K +33 +0.1%
BWFA
491
Baltimore-Washington Financial Advisors
Maryland
$1.46M -$44.9K -880 -3%
CFIA
492
Cantor Fitzgerald Investment Advisors
New York
$1.46M -$69.6K -1,362 -5%
TFCP
493
Twin Focus Capital Partners
Massachusetts
$1.45M +$272K +5,333 +23%
IHWM
494
Iron Horse Wealth Management
Iowa
$1.44M +$29.4K +575 +2%
SMA
495
Seven Mile Advisory
New Jersey
$1.43M – – –
CFS
496
Commonwealth Financial Services
West Virginia
$1.42M -$16.6K -325 -1%
IAA
497
Independent Advisor Alliance
North Carolina
$1.42M -$77.9M -1,526,185 -98%
FNWA
498
Financial Network Wealth Advisors
Utah
$1.41M +$66.2K +1,296 +5%
RFN
499
Redwood Financial Network
Ohio
$1.4M +$68.3K +1,338 +5%
JIC
500
Johnson Investment Counsel
Ohio
$1.4M +$255 +5 +0%
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